Individuals and Families in their mid-working years have unique needs that arise. Between the ages of 35-55, a host of many new personal finance issues are likely to surface and require attention.

You have additional financial responsibilities and more a complex financial situation. Retirement is no longer viewed as an arbitrary date in the future, but a time for which to actively prepare.

Top Priorities Include:

  • Retirement & Education Funding
  • Tax Planning & Risk Management
  • Investment Analysis & Management
  • Cash Flow & Budgeting
  • Employer Benefits Plan Analysis
  • Legacy Planning & Wealth Transfer
  • Student Loan & Mortgage Planning
  • Real Estate